12 West Capital Management’s Datadog DDOG Stock Holding History

12 West Capital Management’s Portfolio DDOG Stock Details DDOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-266,500	Closed	-$38.1M	–	18
2024 Q4	$38.1M	Hold	266,500	–	–	3.99%	8
2024 Q3	$30.7M	Hold	266,500	–	–	3.14%	9
2024 Q2	$34.6M	Hold	266,500	–	–	3.55%	9
2024 Q1	$32.9M	Sell	266,500 -185,000	-41%	-$23.3M	2.97%	10
2023 Q4	$54.8M	Sell	451,500 -50,000	-10%	-$5.15M	4.88%	8
2023 Q3	$45.7M	Hold	501,500	–	–	4.14%	12
2023 Q2	$49.3M	Buy	501,500 +50,000	+11%	+$4.18M	4.23%	10
2023 Q1	$32.8M	Buy	+451,500	New	+$33.1M	2.82%	13

Other funds holding DDOG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

12 West Capital Management's DDOG Position: Q1 2025 in Review

12 West Capital Management sold out of Datadog (DDOG) in Q1 2025, closing a stake of 266,500 shares — an estimated $38.1M sold.

12 West Capital Management first reported a position in DDOG in Q1 2023 and held it in 8 quarters. The position peaked at $54.8M in Q4 2023. 916 funds tracked by Wall St. Rank hold DDOG as of Q1 2025.

12 West Capital Management reported no remaining Datadog position as of Q1 2025 after selling out during the quarter.
12 West Capital Management sold 266,500 Datadog shares in Q1 2025, an estimated $38.1M.
12 West Capital Management first reported a position in Datadog in Q1 2023 and held it in 8 quarters.
12 West Capital Management's Datadog position peaked at $54.8M in Q4 2023.
916 funds tracked by Wall St. Rank held Datadog as of Q1 2025.

Based on 12 West Capital Management's 13F filing for Q1 2025, filed 15 May 2025.